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Gotham Asset Management’s SBA Communications SBAC Stock Holding History

Gotham Asset Management’s Portfolio SBAC Stock Details SBAC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$6.38M Buy
37,061
+30,547
+469% +$5.72M 0.02% 807
2025
Q4 		$1.26M Buy
6,514
+2,244
+53% +$434K ﹤0.01% 1193
2025
Q3 		$826K Sell
4,270
-17,505
-80% -$3.79M ﹤0.01% 1262
2025
Q2 		$5.11M Buy
21,775
+6,165
+39% +$1.41M 0.03% 659
2025
Q1 		$3.43M Buy
15,610
+831
+6% +$174K 0.03% 632
2024
Q4 		$3.01M Sell
14,779
-2,547
-15% -$574K 0.03% 629
2024
Q3 		$4.17M Buy
17,326
+1,450
+9% +$321K 0.04% 542
2024
Q2 		$3.12M Buy
15,876
+3,953
+33% +$782K 0.04% 561
2024
Q1 		$2.58M Sell
11,923
-6,470
-35% -$1.44M 0.04% 575
2023
Q4 		$4.67M Sell
18,393
-7,266
-28% -$1.63M 0.09% 312
2023
Q3 		$5.14M Buy
25,659
+17,790
+226% +$3.96M 0.11% 247
2023
Q2 		$1.82M Buy
7,869
+1,896
+32% +$454K 0.04% 573
2023
Q1 		$1.56M Sell
5,973
-3,104
-34% -$854K 0.04% 591
2022
Q4 		$2.54M Buy
9,077
+2,523
+38% +$702K 0.07% 347
2022
Q3 		$1.87M Buy
6,554
+429
+7% +$139K 0.06% 419
2022
Q2 		$1.96M Buy
6,125
+874
+17% +$295K 0.06% 380
2022
Q1 		$1.81M Buy
5,251
+1,390
+36% +$451K 0.06% 378
2021
Q4 		$1.5M Buy
3,861
+923
+31% +$324K 0.05% 430
2021
Q3 		$971K Buy
2,938
+533
+22% +$184K 0.04% 489
2021
Q2 		$766K Sell
2,405
-998
-29% -$299K 0.03% 565
2021
Q1 		$945K Sell
3,403
-565
-14% -$150K 0.04% 493
2020
Q4 		$1.12M Buy
3,968
+188
+5% +$55.2K 0.04% 508
2020
Q3 		$1.2M Sell
3,780
-840
-18% -$257K 0.04% 488
2020
Q2 		$1.38M Buy
+4,620
New +$1.36M 0.04% 489
2020
Q1 		– Sell
-930
Closed -$224K – 1190
2019
Q4 		$224K Sell
930
-446
-32% -$106K ﹤0.01% 1023
2019
Q3 		$332K Buy
+1,376
New +$340K 0.01% 889
2015
Q1 		– Sell
-8,584
Closed -$951K – 1009
2014
Q4 		$951K Buy
+8,584
New +$965K 0.01% 638

Other funds holding SBAC

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

Gotham Asset Management's SBAC Position: Q1 2026 in Review

Gotham Asset Management increased its SBA Communications (SBAC) stake by 469% in Q1 2026, buying an estimated $5.72M and bringing the position to 37,061 shares worth $6.38M. The position accounts for 0.02% of the portfolio, ranked #807.

Gotham Asset Management first reported a position in SBAC in Q4 2014 and has held it in 27 quarters since. 665 funds tracked by Wall St. Rank hold SBAC as of Q1 2026.

  • Gotham Asset Management held 37,061 shares of SBA Communications worth $6.38M as of Q1 2026.
  • Gotham Asset Management bought 30,547 SBA Communications shares in Q1 2026, an estimated $5.72M.
  • SBA Communications made up 0.02% of Gotham Asset Management's portfolio in Q1 2026, its #807 holding.
  • Gotham Asset Management first reported a position in SBA Communications in Q4 2014 and has held it in 27 quarters since.
  • 665 funds tracked by Wall St. Rank held SBA Communications as of Q1 2026.

Based on Gotham Asset Management's 13F filing for Q1 2026, filed 15 May 2026.